Finding Prepared Participants Who Qualify for Termination

When the Event Maintenance process is run, participants can be identified as qualifying for termination when their participant events reach a process status of PR. The benefits administrator must terminate these employees manually by force-finalizing them.

The Find Terminations Workflow process locates participant events at a process status of PR that qualify for termination after Event Maintenance processing but who have not yet been manually terminated. It then makes a list of these participant events and sends it to the benefits administrator.

Set this workflow in action through the Process Scheduler by selecting Benefits, and then Manage Automated Enrollments, and then Events, and then Find Terminations to Finalize.

This chart illustrates the Find Terminations Workflow process:

This image describes the Find Terminations Workflow process.

Find Terminations Workflow process